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Atticus Wealth Management’s Crown Castle CCI Stock Holding History

Atticus Wealth Management’s Portfolio CCI Stock Details CCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-344
Closed -$35.3K – 270
2025
Q2 		$35.3K Buy
344
+294
+588% +$29.8K 0.01% 354
2025
Q1 		$5.21K Hold
50
– – ﹤0.01% 411
2024
Q4 		$4.54K Hold
50
– – ﹤0.01% 435
2024
Q3 		$5.93K Hold
50
– – ﹤0.01% 422
2024
Q2 		$4.88K Hold
50
– – ﹤0.01% 424
2024
Q1 		$5.29K Hold
50
– – ﹤0.01% 442
2023
Q4 		$5.76K Hold
50
– – ﹤0.01% 442
2023
Q3 		$4.6K Hold
50
– – ﹤0.01% 455
2023
Q2 		$5.7K Hold
50
– – ﹤0.01% 443
2023
Q1 		$6.69K Sell
50
-44
-47% -$6.08K ﹤0.01% 416
2022
Q4 		$12.8K Buy
+94
New +$12.7K 0.01% 369
2022
Q3 		– Sell
-87
Closed -$15K – 571
2022
Q2 		$15K Buy
87
+37
+74% +$6.73K 0.01% 373
2022
Q1 		$9K Hold
50
– – ﹤0.01% 412
2021
Q4 		$10K Buy
+50
New +$9.23K ﹤0.01% 358
2020
Q1 		– Sell
-8
Closed -$1K – 329
2019
Q4 		$1K Buy
+8
New +$1.09K ﹤0.01% 306

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atticus Wealth Management's CCI Position: Q3 2025 in Review

Atticus Wealth Management sold out of Crown Castle (CCI) in Q3 2025, closing a stake of 344 shares — an estimated $35.3K sold.

Atticus Wealth Management first reported a position in CCI in Q4 2019 and held it in 15 quarters. The position peaked at $35.3K in Q2 2025. 1,064 funds tracked by Wall St. Rank hold CCI as of Q3 2025.

  • Atticus Wealth Management reported no remaining Crown Castle position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 344 Crown Castle shares in Q3 2025, an estimated $35.3K.
  • Atticus Wealth Management first reported a position in Crown Castle in Q4 2019 and held it in 15 quarters.
  • Atticus Wealth Management's Crown Castle position peaked at $35.3K in Q2 2025.
  • 1,064 funds tracked by Wall St. Rank held Crown Castle as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.